Financial Advisors in New Iberia, Louisiana (Iberia County)

Robert Morella, CPA/PFS
Apex Capital Management, LLC is a financial planning and investment management firm. Our affilated company Arsement, Redd & Morella, LLC provides accounting and tax services. Together we offer a holistic approach to achieving your financial success.... See More

Jerry Broussard, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);A "Fee-Only" Registered Investment Advisor firm providing investment management and financial advice to Individuals and Business Owners, Pre Retirees and Retirees. We are a Fee-Only comprehensive financial planning firm. What we do is listen well in the initial interview and suggest the services that best fit the clients needs. For some that may be comprehensive financial planning. For others, it may be more focused engagement looking at specific elements of a client's financial situation, including (but not limited to) retirement planning, investment management, or risk management. Whatever the engagement, we cover both the strategies needed to achieve financial goals and the specific tools needed to achieve the strategy. www.broussardfinancialgroup.com... See More

Shelley Ferro, CFP, EA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);An independently owned firm, committed to serving the investment and financial planning needs of our clients. We work with individuals, couples, and families on a comprehensive basis. Our services include financial planning, tax preparation, and investment advisory services. Because we hold tax credentials, in addition to planning credentials, our firm is in a unique position to offer you comprehensive services that will help you understand your entire financial situation. With offices in the Greater New Orleans area, and Baton Rouge, LA, we are conveniently located to serve our clients through out Louisiana. Our only requirement is to work with clients committed to their financial success. Ferro Financial, LLC is a professional advisory firm, not a sales organization, therefore we never earn a commission for our advice or recommendations. We believe there are several elements that will improve a client's experience with a financial planning and investment advisory firm: 1)... See More